SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$5.23M
3
+$5.11M
4
ECL icon
Ecolab
ECL
+$4.95M
5
DE icon
Deere & Co
DE
+$4.58M

Top Sells

1
+$21.1M
2
+$18.3M
3
+$13.6M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$12.9M

Sector Composition

1 Technology 16.36%
2 Consumer Discretionary 5.27%
3 Financials 4.97%
4 Industrials 4.51%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$36.8K ﹤0.01%
4,600
-270
1227
$36.6K ﹤0.01%
1,971
-47
1228
$36.6K ﹤0.01%
87
-20
1229
$36.5K ﹤0.01%
526
-3,744
1230
$36.5K ﹤0.01%
743
+8
1231
$36.3K ﹤0.01%
625
+52
1232
$36.3K ﹤0.01%
981
-9,202
1233
$36.2K ﹤0.01%
917
-1,865
1234
$35.7K ﹤0.01%
1,284
1235
$35.7K ﹤0.01%
1,595
-90
1236
$35.7K ﹤0.01%
820
-450
1237
$35.6K ﹤0.01%
1,380
-457
1238
$35.4K ﹤0.01%
325
+144
1239
$35.2K ﹤0.01%
915
+281
1240
$35.1K ﹤0.01%
610
-30
1241
$35K ﹤0.01%
368
-12
1242
$34.8K ﹤0.01%
428
-191
1243
$34.7K ﹤0.01%
69
-5
1244
$34.6K ﹤0.01%
989
-12,536
1245
$34.6K ﹤0.01%
709
-997
1246
$34.3K ﹤0.01%
1,107
+418
1247
$34.3K ﹤0.01%
910
+19
1248
$34.2K ﹤0.01%
9,519
-550
1249
$34K ﹤0.01%
192
1250
$33.7K ﹤0.01%
+859
48 49
50
51 52